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Document Storage

The Documents tab provides a centralized place to store and access all files related to your event — contracts, mood boards, floor plans, and more.

Viewing Documents

Navigate to the Documents tab of your event to see all uploaded files. Documents are displayed in a list with:

  • File name — The name of the uploaded file.
  • File type — The format (PDF, image, document, etc.).
  • Upload date — When the file was added.
  • File size — How large the file is.

Click on any document to preview or download it.

Supported File Types

Dream Planner supports a wide range of file types:

  • Documents — PDF, DOC, DOCX
  • Images — JPG, PNG, GIF, WEBP
  • Spreadsheets — XLS, XLSX, CSV

What to Store

Here are some ideas for documents you might want to keep with your event:

  • Contracts — Signed agreements with venues, caterers, and other vendors.
  • Quotes and invoices — Vendor proposals and payment receipts.
  • Floor plans — Venue layouts and seating arrangements.
  • Mood boards — Visual inspiration for decorations, themes, and styling.
  • Guest information — Backup copies of your guest list or special requirements.
  • Schedules — Day-of timelines and run sheets.
  • Permits — Any licenses or permits required for the event.

File Upload

Note: Direct file upload through the Documents tab is coming soon. Document storage will be powered by Cloudflare R2 for fast, reliable file hosting. In the meantime, you can reference external documents in your event notes or checklist items.

Once file upload is available, you will be able to:

  • Drag and drop files directly into the Documents tab.
  • Upload multiple files at once.
  • Organize files into folders.
  • Share specific documents with vendors through the permission system.

[Screenshot: documents tab with file list]

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